Business Details
Trusted Financial Advisers in Leicester | Eamonn Cassidy Wealth Management
Eamonn Cassidy Wealth Management is a Senior Partner Practice of St. James's Place, specialising in face-to-face financial advice tailored to individual client needs. With over 31 years of collective experience, we prioritise building long-term relationships to deliver specialised wealth management solutions for individuals and businesses. Our focus is on securing financial futures through services such as building and preserving wealth, managing cash and borrowings, and protecting against financial risks. We combine reliable expertise with a client-centric approach, ensuring clarity and confidence in all financial decisions. Our practice is committed to professional excellence, demonstrated through consistent client testimonials highlighting trust, empathy, and exceptional service.As part of St. James's Place, we access a broad range of wealth management products and collaborate with external specialists to address complex financial needs. Our team's dedication to continuous improvement and client satisfaction has solidified our reputation in Leicester and beyond. We adhere to rigorous regulatory standards, operating under the authorisation of the Financial Conduct Authority. By aligning our services with evolving client goals, we aim to provide enduring value and financial security across generations.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Specialist Banking
Intergenerational Wealth Management
Entrepreneur Club
SME Benchmark Service
Communication Programme
Highlights and features
- We have over 31 years of combined experience in financial services.
- Our team provides personalised, face-to-face financial advice.
- We offer comprehensive wealth management solutions for all life stages.
- Our client relationships are built on trust and long-term commitment.
- We collaborate with external specialists to address complex financial needs.
What people say
Exceptional service
Sound and trustworthy advice
Long-term financial security
Professional and dedicated
Positive energy and clarity
Services
Investment Management
We provide tailored investment management solutions to help clients grow and preserve their assets. Our approach combines market expertise with personalised strategies aligned to individual risk profiles and financial goals. Clients benefit from ongoing portfolio reviews and access to St. James's Place's extensive investment products.
Retirement Planning
Our retirement planning services ensure clients achieve financial security in their post-work years. We assess current savings, projected needs, and tax implications to create comprehensive pension strategies. Regular reviews ensure plans adapt to changing circumstances and regulatory updates.
Protection Planning
We offer protection planning to safeguard clients against financial risks through insurance and contingency strategies. Services include life cover, critical illness protection, and income replacement plans. Our advice ensures clients maintain financial stability during unforeseen events.
Corporate Services
Corporate services focus on business owners' financial needs, including succession planning, key person insurance, and employee benefits. We collaborate with external specialists to provide holistic solutions for business growth, risk mitigation, and exit strategies.
Entrepreneur Club
The Entrepreneur Club offers tailored financial advice for business growth, including scale-up strategies and exit planning. Members access specialist networks, benchmarking tools, and educational programmes to enhance business performance and personal financial outcomes.
People
Eamonn Cassidy
Senior Partner
With over 24 years of experience, Eamonn provides expert financial advice specialising in wealth management and retirement planning. His client-focused approach prioritises long-term relationships and tailored solutions. Recognised for professionalism and trustworthiness, he leads a team committed to exceptional service.
Lauren
Advisor
Lauren supports clients with financial planning, focusing on retirement and protection strategies. Her collaborative approach ensures clients receive comprehensive advice aligned to their goals. She contributes to the team's reputation for exceptional service in Leicester.
Questions
What services does Eamonn Cassidy Wealth Management offer?
We provide investment management, retirement planning, protection planning, corporate financial services, mortgages, and specialist banking solutions tailored to individual and business needs.
How do you tailor financial advice to individual clients?
We build personal, long-term relationships, conducting detailed assessments of each client's circumstances, goals, and risk tolerance to create bespoke financial strategies.
What is the Entrepreneur Club?
The Entrepreneur Club offers tailored financial advice for business owners, including growth strategies, exit planning, and access to specialist advisory networks.
Are investment values guaranteed?
No. Investment values fluctuate based on market performance, and returns may be less than the initial investment. Risks are clearly explained during consultations.
